Exceed expectations

Streamline your operational processes and provide your customers with the best service

Have you ever felt that you could manage the operational side of your business better?

Start your Free Trial Book a Demo

Jobs / Sales Order Management

Customers want to know what is happening with their orders and any jobs which you may be completing on their behalf.

Reacting to requests for updates is simply not good enough for customers who now expect a proactive approach from suppliers.

Keep things organised internally and keep your customers in the loop at each and every stage of the process.

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


What is job order management?

A job management software is an application or software designed to streamline the processes around fulfilling jobs for your customers.

There are many of these on the market, but few who can truly handle the complexities of certain businesses processes in one single software platform.

As sales order management software is typically a different style of software focused on handling customer orders and the processes around these.

There are not many software systems which can handle both of these simultaneously like Zigaflow can.

What is sales order management?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Sales Order Management Module.

Manage job schedules

Manage schedules

Would you like to be able to manage your job schedule easily?

With a drag and drop calendar interface you can move around jobs and reassign them quickly and easily. You can choose what information is displayed within the calendar so you can make decisions around planning.

Split statuses into separate workflows

Multiple workflows

Do your jobs or sales orders go through more than one set of processes?

You can create one main set of statuses in the module with the ability to split these into independent workflows. This allows you to move a job into a specific workflow and view each independently.

Track profitability of jobs or sales orders

Track profitability

How much money are you really making on your jobs / sales orders?

Sometimes what you forecast at the point of preparing a quotation may differ from what has actually happened. You can see the forecast and actual profit on each job, so you can monitor this closely.

Automatically update customers on progress and remind them of upcoming dates

Automatic updates

Have you ever placed an order with a company and been updated at each step of the way?

By simply changing the status of a job / sales order, you can automatically update a customer on the progress. This is a fantastic way to cut down on the time taken for phone calls and emails.


Related Modules

These are some of the most common modules where our customers benefit from what the Sales Order Management module offers.

Invoices

Invoices

Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.

Purchase Orders

Purchase Orders

Even on a customer order where multiple suppliers are involved, all the purchase orders can be created within a couple of clicks. With choices of list, Kanban and Gantt views, managing your PO’s has never been easier.

Delivery Notes

Delivery Notes

Create, print, send and track your customer deliveries. Can be quickly created from all or part of a customer order, with flexible document templates so you can layout your paperwork the way you want it.

Book a Live Online Demo

...to see how our solution can help your business